Financial Directions
The Financial Marathon
A Marathon for Everyone Recently, I went to cheer on a friend running in her first marathon. The excitement of watching thousands of people accomplish
September 12, 2018
Let Financial Directions update you on investing in the current market and financial planning topics. Stay up to date with current events!
A Marathon for Everyone Recently, I went to cheer on a friend running in her first marathon. The excitement of watching thousands of people accomplish
Locating missing plan participants can be a headache for any employer, but simply ignoring them is not an effective solution. Regulatory agencies in previous years
401K REFUNDS: NOT AS GOOD AS THEY SOUND With tax season fresh on our minds, many hear the word refund and begin running down their
Should we have a retirement plan committee? If you are an employer or employee who has decision-making authority over your company’s retirement plan, there is
Policy Highlights The Tax Cuts and Jobs Act (H.R. 1) overhauls America’s tax code to deliver tax relief for workers, families, and job creators. By
BENCHMARKING YOUR 401(K) FUNDS Benchmarking is a retirement plan best practice that allows plan sponsors the opportunity to “take a peak under the hood” of
As a plan sponsor, you are no stranger to the annual retirement plan review. And believe it or not, it is that time of year
Resolution season is upon us. January through March are the peak motivation months. That special time of the year when people are eager to make
Simply stated, benchmarking is the process of reviewing and evaluating your company retirement plan. It involves taking a look at what you are offering your
As a plan sponsor, your employees rely heavily on your guidance; after all, you manage the plan that may offer their best shot at a
